CFA Institute Investment Foundations® Program

The CFA Institute Investment Foundations® Program (previously called Claritas) covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.


The program is designed for all professional disciplines outside of investment roles, including IT, operations, accounting, administration, and marketing.

Modules included within Investment Foundations:

  • Industry Overview
  • Ethics and Regulation
  • Inputs and Tools
  • Investment Instruments
  • Industry Structure
  • Serving Client Needs
  • Industry Controls

Benefits of studying for the CFA Institute Investment Foundations Program

  • Gain a clear understanding of the essentials of the investment industry and your roles and responsibilities within it.
  • Increased confidence in communicating with colleagues and clients by having improved knowledge on how the industry works and your role within it.
  • Stand out from the crowd by gaining the fundamental knowledge needed to work in the investment industry.
  • Show commitment to ethical standards.

From March 2019 this exam is completely FREE, including the curriculum. See here for details.

The exam itself is a 100 minutes long, with 100 multiple choice questions to answer.

If you pass the exam then you will be awarded the CFA Institute Investment Foundations Certificate.

The Quartic package for the CFA Institute Investment Foundations Program includes:

Quartic Online: A series of inspirational videos covering everything you need to know to understand each of the chapters.

Question bank: Test your knowledge and hone your exam skills with our extensive question bank.

Quartic printed materials: Two workbooks to accompany your studies.

Mock exams: Two full-length online mock exams.

Tutor support: See below.

Cost: £299.00*

* All prices net of VAT

UK postage and packaging: £30.00

Classroom courses: Speak to us for details.

Quartic Support

Quartic is here to support you at every stage of your studying. Tutors are available by phone, e-mail or Skype, or in person if you are coming to face-to-face classes. Our Support team can assist with every aspect of administration.

Please contact us on +44 (0) 20 7776 7500 or email us at [email protected] with any questions you may have and we will be happy to help you.

Course Tutors

Registration for : CFA Institute Investment Foundations® Program

Have a question?

Share This Course